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Version: 3.1

Create a schedule exception

Overview​

This flow describes how to record a period when a resource is not available in Care. The exception overrides the regular schedule, and Care does not offer slots during that period. See Schedule Exception.

Pre-requisites​

  • The resource is available in the facility.
  • You can open the schedule of the resource.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Create on ScheduleLets you create a schedule exception.
Can list schedule on ObjectLets you see the schedules of the resource.

Steps​

1. Open the schedule of the resource​

Open the facility. Go to the scheduling section and select the resource.

2. Open the exceptions panel​

Select Add Exception. Care opens the Add Schedule Exceptions panel. The panel shows the text "Configure absences by adding unavailability beyond the regular schedule."

3. Enter the reason​

Enter the Reason for the unavailability, for example leave or a holiday.

4. Set the period​

Enter Valid From and Valid Till.

The Valid From date must not be in the past. The Valid Till date must be the same as, or later than, the Valid From date.

5. Set the times​

To make the resource unavailable for the whole day, select Full day unavailable.

For a part of the day, leave that option clear and enter the start time and the end time. The start time must be earlier than the end time.

6. Confirm the unavailability​

Select Confirm Unavailability. Care shows a message that the exception is created.

Expected Outcome​

  • The exception appears in the list of schedule exceptions for the resource.
  • Care does not offer slots for booking during the period of the exception.

Concepts:

Flows: